2025-11-13T08:21:52-06:00 2024-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2024-01-01 222573042 COORDINATED CARE SERVICES INC COOR 5853285190 1099 JAY STREET BUILDING J ROCHESTER NY 146111153 JASON KUBY CHIEF FINANCIAL OFFICER 5853285190 2025-11-12 1 1 CHELSEY WYANT P01336644 5853811000 2025-11-12 2024 2025-03-06 01:10:19Z ANNE WILDER 1099 JAY STREET BUILDING J ROCHESTER NY 14611 41211546 0 X WWW.CCSI.ORG X 1984 NY COORDINATED CARE SERVICES, INC. (CCSI) IS A NOT-FOR-PROFIT MANAGEMENT SERVICES ORGANIZATION WITH SPECIFIC EXPERTISE IN THE AREAS OF BEHAVIORAL HEALTH AND HUMAN SERVICES. BASED IN ROCHESTER, NEW YORK, CCSI HAS 30 YEARS OF EXPERIENCE WORKING CLOSELY WITH BEHAVIORAL HEALTH, SOCIAL AND HUMAN SERVICES DEPARTMENTS, STATE AGENCIES, AND COMMUNITY-BASED ORGANIZATIONS ACROSS UPSTATE NEW YORK AND BEYOND, TO PROVIDE A BROAD ARRAY OF MANAGEMENT SERVICES AND TECHNICAL ASSISTANCE NEEDED TO DELIVER HIGH QUALITY SERVICES AND PROGRAMS THAT CAN ADAPT TO CHANGING FISCAL AND REGULATORY REQUIREMENTS. AREAS OF EXPERTISE INCLUDE FISCAL MANAGEMENT, VIRTUAL CFO FINANCIAL SERVICES, SYSTEM TRANSFORMATION, EVALUATION & STRATEGIC ANALYTICS, EQUITY-FOCUSED TRAUMA-RESPONSIVE PRACTICE, AND PROGRAM MANAGEMENT SERVICES. AS A TRUSTED, LONG-TIME PARTNER TO OUR CUSTOMERS, CCSI STAFF HAVE A DEEP AND PRACTICAL APPRECIATION FOR WHAT IT TAKES TO SUPPORT TRANSFORMATION AT THE INDIVIDUAL, ORGANIZATIONAL, AND SYSTEMS LEVELS. 17 17 595 17 0 0 8629667 9845696 34228699 31195213 83050 88340 122110 82297 43063526 41211546 0 0 0 0 34483252 32299210 0 0 0 8137685 9642380 42620937 41941590 442589 -730044 17289495 16826110 11779508 11581960 5509987 5244150 CCSI'S MISSION IS TO INSPIRE INNOVATION IN PRACTICE BY PROVIDING ESSENTAL BUSINESS SERVICES IN PARTNERSHIP WITH ORGANIZATIONS THAT IMPROVE LIVES AND STRENGTHEN COMMUNITIES. 0 0 32108674 27160335 PROGRAM MANAGEMENT SERVICES - BASED ON CUSTOMER LOCATIONS, GUIDED BY THE CUSTOMER'S PRIORITIES AND VISION, AND MANAGED IN PARTNERSHIP WITH CCSI, WE PROVIDE THE TALENT AND INFRASTRUCTURE NEEDED TO PLAN, IMPLEMENT, AND OPERATE PROGRAMS SUCCESSFULLY. 3992326 4034878 CONSULTING SERVICES CCSI - PROVIDES THE EXPERTISE AND TECHNICAL ASSISTANCE SUPPORT ORGANIZATIONS NEED TO UNDERSTAND, IMPLEMENT, AND SUSTAIN PRACTICES AIMED AT IMPROVING THE WAY HEALTHCARE IS PROVIDED. OUR CONSULTING DIVISION IS MADE UP OF THE CENTER OF EXCELLENCE FOR EQUITY-FOCUSED TRAUMA-RESPONSIVE PRACTICE AND THE CENTER OF EXCELLENCE FOR ORGANIZATIONAL EFFECTIVENESS. 36101000 1 1 0 0 0 0 0 0 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 184 0 1 595 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JASON KUBY 5856137618 1099 JAY STREET BUILDING J ROCHESTER NY 146111153 EVE HOSFORD CHAIRPERSON 1.00 X X 0 0 0 LEKEYAH WILSON MD VICE CHAIRSPERSON 1.00 X X 0 0 0 GRETCHEN BAUMER SECRETARY 1.00 X X 0 0 0 JEAN BEZEK BOARD MEMBER 1.00 X 0 0 0 GREGORY BYRD BOARD MEMBER 1.00 X 0 0 0 LINDSAY GOZZI-THEOBALD BOARD MEMBER 1.00 X 0 0 0 TAD MACK BOARD MEMBER 1.00 X 0 0 0 DAVE SEELEY BOARD MEMBER 1.00 X 0 0 0 JOSEPH TOBIN BOARD MEMBER 1.00 X 0 0 0 KILOLO MOYO-WHITE BOARD MEMBER 1.00 X 0 0 0 CHRISTINE WAGNER BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER O'DONNELL BOARD MEMBER 1.00 X 0 0 0 DONNA BRADBURY BOARD MEMBER 1.00 X 0 0 0 MONICA BROWN BOARD MEMBER 1.00 X 0 0 0 CHETNA CHANDRAKALA BOARD MEMBER 1.00 X 0 0 0 COLLEEN HEFLIN PHD BOARD MEMBER 1.00 X 0 0 0 BRANDY VANDERMARK-MCMURRAY BOARD MEMBER 1.00 X 0 0 0 JASON J KUBY CHIEF FINANCIAL OFFICER 40.00 X 174086 0 31392 ANNE WILDER MS PRESIDENT AND CEO 40.00 X 318169 0 16453 DOUGLAS J CAMIN CHIEF INFORMATION TECHNOLOGY 40.00 X 168219 0 10497 ELIZABETH C MEEKER VP, CONSULTING 40.00 X 149783 0 30798 CHRISTOPHER P COPELAND SR. ADVISOR, PRACTICE TRANSFORMATION 30.00 X 136758 0 21736 LAKESHA V CARTER DIRECTOR, DEI TRANSFORMATION 40.00 X 126682 0 29840 ENRICO CULLEN EXECUTIVE DIRECTOR, NORTHWINDS 40.00 X 122720 0 26567 ANNE E PASSALUGO CHIEF COMPLIANCE AND PRIVACY OFFICER 40.00 X 122462 0 27625 1318879 0 194908 20 0 1 0 THIS GOOD WORLD NETWORK LLC 210 SOUTH AVE SUITE 130 ROCHESTER NY 14604 PROGRAM CONTENT DEVELOPMENT AND DESIGN 317930 DEXT CAPITAL LLC PO BOX 74007351 CHICAGO IL 606747351 SOFTWARE 159213 STRATEGIC SCAFFOLDING LLC 100 SOUTHERN PARKWAY ROCHESTER NY 14618 ADVISORY AND COACHING SERVICES 156600 TRUTH COLLECTIVE LLC 25 RUSSELL ST ROCHESTER NY 14607 BRAND AND MARKETING SERVICES 151325 ASCENDANT STRATEGY MANAGEMENT GROUP DEPT 4257 PO BOX 830949 BIRMINGHAM AL 35283 SOFTWARE 150000 8 9835696 10000 9845696 PROGRAM MANAGEMENT 900099 27160335 27160335 CONSULTING 900099 4034878 4034878 31195213 88340 88340 MISCELLANEOUS REVENUE 900099 82297 82297 82297 41211546 31195213 0 170637 751815 18976 732839 24904511 22098224 2806287 1404401 1275335 129066 3373899 2941216 432683 1864584 1615343 249241 19402 19402 87888 87888 1633287 1332222 301065 426805 408689 18116 10658 10658 1086994 939350 147644 460503 425881 34622 339058 319958 19100 13294 90 13204 267220 151480 115740 147588 9113 138475 PASS-THROUGH PAYMENTS 2358153 2358153 PROGRAM AND CLIENT EXPE 1011616 1004697 6919 SOFTWARE 708901 625338 83563 COMMUNICATIONS 246115 189233 56882 824898 377044 447854 41941590 36101000 5840590 0 1992244 128121 9727224 10332217 284408 409853 4127553 3226910 616226 900643 3852174 4403259 817219 652017 17289495 16826110 3633261 3551268 3677742 2680510 204799 228358 32943 14409 4230763 5107415 11779508 11581960 X 5509987 5244150 5509987 5244150 17289495 16826110 -730044 464207 0 X X 0 1 X 1 1 1 X 4644182 11250396 6462482 8629667 9845969 40832696 4644182 11250396 6462482 8629667 9845969 40832696 40832696 53747 35161 55754 83050 88340 316052 41148748 147073620 0.99230 0.99230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 801995 745323 56672 1107028 754372 352656 2218530 1727215 491315 900643 CASH AND EQUIVALENTS 339633 F EQUITIES 3982807 F OTHER 80819 F 4403259 OPERATING LEASE LIABILITY 644139 DUE TO GOVERNMENT AGENCIES 2610417 LINE OF CREDIT 1500000 DEFERRED COMPENSATION LIABILITY 352859 5107415 41675753 464207 464207 41211546 0 41211546 41941590 0 41941590 0 41941590 PART IV, LINE 2B: CCSI ACTS AS A FISCAL AGENT FOR SEVERAL CONTRACTING AGENCIES. X X X 0 1 0 0 0 0 0 0 0 ANNE WILDER MS PRESIDENT AND CEO 295169 0 0 0 23000 0 15711 0 742 0 334622 0 0 0 JASON J KUBY CHIEF FINANCIAL OFFICER 164086 0 0 0 10000 0 10656 0 20736 0 205478 0 0 0 ELIZABETH C MEEKER VP, CONSULTING 149783 0 0 0 0 0 9740 0 21058 0 180581 0 0 0 DOUGLAS J CAMIN CHIEF INFORMATION TECHNOLOGY 168219 0 0 0 0 0 10091 0 406 0 178716 0 0 0 CHRISTOPHER P COPELAND SR. ADVISOR, PRACTICE TRANSFORMATION 136758 0 0 0 0 0 8400 0 13336 0 158494 0 0 0 LAKESHA V CARTER DIRECTOR, DEI TRANSFORMATION 126682 0 0 0 0 0 8101 0 21739 0 156522 0 0 0 ANNE E PASSALUGO CHIEF COMPLIANCE AND PRIVACY OFFICER 122462 0 0 0 0 0 7950 0 19675 0 150087 0 0 0 PART I, LINE 3 CCSI'S EXECUTIVE COMMITTEE FUNCTIONS AS ITS COMPENSATION COMMITTEE. ON AN ANNUAL BASIS, THE COMMITTEE REVIEWS THE PERFORMANCE OF CCSI'S PRESIDENT RELATIVE TO ESTABLISHED AGENCY GOALS, OBJECTIVES AND PERFORMANCE COMMITMENTS. BASED ON PERFORMANCE AND OTHER APPROPRIATE CONSIDERATIONS, THE COMMITTEE DETERMINES ANY ADJUSTMENT IN COMPENSATION. IN ADDITION, THE COMMITTEE PERIODICALLY ENGAGES OUTSIDE EXPERTISE TO ENSURE AGENCY EXECUTIVE COMPENSATION IS APPROPRIATELY ALIGNED WITH INDUSTRY AND COMMUNITY STANDARDS. IN 2023, CCSI ENGAGED A LOCAL, INDEPENDENT COMPENSATION CONSULTING FIRM TO COMPLETE A COMPENSATION ANALYSIS, WHICH INCLUDED AN APPROPRIATE PEER GROUP COMPARISON OF COMPENSATION FOR CCSI'S EXECUTIVE POSITIONS AS WELL AS AN ANALYSIS OF BASE SALARY AND OTHER BENEFITS RELATIVE TO PUBLISHED PEER AGENCY COMPENSATION DATA. THE COMMITTEE USED THIS INFORMATION TO ESTABLISH A MULTI-YEAR PLAN TO ACHIEVE TARGET COMPENSATION LEVELS FOR CCSI'S EXECUTIVE POSITIONS. PART I, LINE 4B ANNE WILDER, PRESIDENT AND CEO, RECEIVED A CONTRIBUTION IN THE AMOUNT OF $23,000 FROM CCSI INTO A 457B DEFERRED COMPENSATION PLAN IN 2024. JASON KUBY, CHIEF FINANCIAL OFFICER, RECEIVED A CONTRIBUTION IN THE AMOUNT OF $10,000 FROM CCSI INTO A 457B DEFERRED COMPENSATION PLAN IN 2024. FORM 990, PART VI, SECTION B, LINE 11B CCSI'S INDEPENDENT AUDITING FIRM PRESENTED THE FORM 990 IN DETAIL TO THE FINANCE COMMITTEE OF THE BOARD, WHO ACTED AS THE AUDIT SUBCOMMITTEE. UPON THEIR APPROVAL, THE AUDITING FIRM PRESENTED THE FORM 990 IN SUMMARY TO THE BOARD OF DIRECTORS TO HIGHLIGHT THE AREAS OF REVIEW FOR FOCUS. THE 990 WAS MADE AVAILABLE FOR THE BOARD'S REVIEW ON A SECURE WEBSITE AVAILABLE TO THE BOARD MEMBERS. AFTER A DETERMINED TIME PERIOD ALLOWED FOR RESPONSES, THE FORM 990 IS CONCLUDED AS APPROVED AND AVAILABLE FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, BOARD MEMBERS AND STAFF REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY. THROUGH THE COURSE OF NORMAL ROUTINE BUSINESS, IF A POTENTIAL CONFLICT SHOULD ARISE, THE MATTER WOULD BE BROUGHT TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 15 CCSI'S EXECUTIVE COMMITTEE FUNCTIONS AS ITS COMPENSATION COMMITTEE. ON AN ANNUAL BASIS, THE COMMITTEE REVIEWS THE PERFORMANCE OF CCSI'S PRESIDENT RELATIVE TO ESTABLISHED AGENCY GOALS, OBJECTIVES AND PERFORMANCE COMMITMENTS. BASED ON PERFORMANCE AND OTHER APPROPRIATE CONSIDERATIONS, THE COMMITTEE DETERMINES ANY ADJUSTMENT IN COMPENSATION. IN ADDITION, THE COMMITTEE PERIODICALLY ENGAGES OUTSIDE EXPERTISE TO ENSURE AGENCY EXECUTIVE COMPENSATION IS APPROPRIATELY ALIGNED WITH INDUSTRY AND COMMUNITY STANDARDS. IN 2023, CCSI ENGAGED A LOCAL, INDEPENDENT COMPENSATION CONSULTING FIRM TO COMPLETE A COMPENSATION ANALYSIS, WHICH INCLUDED AN APPROPRIATE PEER GROUP COMPARISON OF COMPENSATION FOR CCSI'S EXECUTIVE POSITIONS AS WELL AS AN ANALYSIS OF BASE SALARY AND OTHER BENEFITS RELATIVE TO PUBLISHED PEER AGENCY COMPENSATION DATA. THE COMMITTEE USED THIS INFORMATION TO ESTABLISH A MULTI-YEAR PLAN TO ACHIEVE TARGET COMPENSATION LEVELS FOR CCSI'S EXECUTIVE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 CCSI'S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT OUR CORPORATE OFFICE DURING REGULAR BUSINESS HOURS. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.